Tax Planning Resources

Resource NameDescription
199A Calculator//bradfordtaxinstitute.com/Tools/199A-Calculator/Use this Bradford Tax Institute tool to determine someone's 199A tax opportunity.
Health Plan Traditional versus HSA Calculator //onedrive.live.com/View.aspx?resid=39533097781B5C31!120&authkey=!AMnn6YuxKT-qT_4Evaluate the client's health plan options using this calculator
Reasonable compensation analysis (RC Reports) //rcreports.biz/pro/index.phpProduce a professional defensible reasonable comp. report
Retirement Plan Maximum Contribution Calculator //www.calcxml.com/do/qua12?skn=303This calculator analyzes the client's retirement plan options based on income and entity type. Does not include Solo K -See Solo K calculator
Solo 401K Calculator //obliviousinvestor.com/solo-401k-contribution-calculator/This calculator analyzes a solo k option.